Global Key Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,600,000
Clients
47
Advisors
4
across 2 offices
About
Global Key Management provides integrated financial planning and investment management to individuals, families, trusts, foundations, family offices, and other entities through separately managed account (SMA) portfolios branded InsideTrack®. The firm offers both discretionary and non‑discretionary services and typically requires a $500,000 account minimum (subject to waiver), combining written financial plans with portfolio implementation across equity and fixed‑income exposures.
The firm’s investment process is statistically driven and built on proprietary screening, data scrubbing, and back‑testing, deploying concentrated long‑only SMA models (generally 20–40 positions) while remaining agnostic on near‑term market direction and avoiding macro timing or trend calls. Global Key selects custodians such as Interactive Brokers for execution, technology, and low trading costs to support its transaction‑intensive strategies and internal tools.
Noteworthy features include systematic use of large, nonstandard public datasets — analyst publication histories, transactional disclosures, regulatory filings, litigation records, land title and IP filings, social media aggregation, election and lobbying records, and foreign‑language sources — and an explicit caution about current machine‑learning claims despite extensive quantitative work. As a small team of four managing roughly $34.3 million across SMAs, the firm stresses in‑house data engineering, confidential modeling, and operational continuity through geographically separated principals.
Client services
Expertise
Fee options
$0+: 0.2% +: 1.95%
Account minimum: $500,000
Main office
See officeLas Vegas NV
Advisors at this office
1
Most active in
California · Massachusetts · Nevada · Texas
Also doing business as
Global Key Advisors · Global Key Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Josh S
Series 63, Series 65
San Francisco, CA
Global Key Advisors
Josh Schein is a financial advisor at Global Key Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Morgan Stanley and Citigroup Global Markets. Outside of advising, he is a general partner in an energy equipment fund and serves on the advisory board of a venture studio focused on disaster mitigation. Global Key Management provides integrated financial planning and investment management services to individuals, families, trusts, foundations, and family offices, utilizing separately managed account portfolios with a statistically driven investment process that emphasizes proprietary data analysis and concentrated long-only models.
Valerija M
Series 63, Series 65
San Francisco, CA
Global Key Advisors
Valerija Martinovic is a financial advisor at Global Key Advisors with Series 63 and Series 65 licenses and two years of industry experience. She has worked at several firms, including Global Insight Advisors and ESG Planning, and has a background that includes roles in various educational institutions. Outside of advisory work, she holds life insurance, mortgage loan origination, and real estate salesperson licenses and is affiliated with Mortgage Magic in Santa Clara, CA. Global Key Advisors provides financial planning and investment management primarily through separately managed accounts branded InsideTrack®. The firm uses statistically driven, nonstandard analysis and proprietary tools to identify risks and opportunities, serving a range of clients from individuals to family offices.
Robert S
Series 63, Series 65
Las Vegas, NV
Global Key Advisors
Robert Sigler is a financial advisor at Global Key Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Anchor Research Technology Solutions, Global Key Management, Partell Specialty Pharmacy, Global Trust Group, and Crimson Capital Partners. Outside of his advisory work, he is involved in several business ventures, including a mailbox company and investment entities related to medical imaging and diversified holdings. Global Key Management provides financial planning and investment management services to individuals, corporations, trusts, foundations, family offices, and other entities, primarily through separately managed accounts branded InsideTrack®. The firm employs a statistically driven investment approach using unconventional data sources and proprietary analytics to identify risks and opportunities, focusing on concentrated, long-only portfolios benchmarked to market indices.
Giani K
Series 65
San Francisco, CA
Global Key Advisors
Giani Kurniawan is a financial advisor at Global Key Advisors with a Series 65 license and one year of industry experience. He has held roles at FrontSignal, Inc. and Global Insight Advisors, LLC alongside his current position. His work history also includes engagements with several educational and entrepreneurial organizations. Global Key Advisors provides integrated financial planning and investment management primarily through separately managed account portfolios branded InsideTrack®. The firm employs a statistically driven investment process utilizing proprietary screening and back-testing, focusing on concentrated long-only equity and fixed-income strategies without market timing.
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